See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,852 | $202,318-97.1% | $172,739-96.6% | $152,861-96.2% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 21.59% | 1029.65%-1008.1pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,256 | $5,856-78.5% | $5,143-75.6% | $4,762-73.6% |
| Participant deferral / active EE | $1,381 | $5,948-76.8% | $5,198-73.4% | $5,850-76.4% |
| Admin fee / account holder | $842 | $17,109-95.1% | $13,954-94.0% | $11,596-92.7% |